Grace & White Inc.
Annual return '25
+11.7%
SPY '25
+17.7%
Alpha
-6.0ptsvs SPY
Invested
$566.2M
Holdings
127
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AIT
APPLIED INDL TECHNLGIES INC CO
Q1 2026: Exited (was 141.7k shares)
6.7%
02
$UNM
UNUM GROUP
Q1 2026: Exited (was 488.2k shares)
6.4%
03
$NUE
NUCOR CORP
Q1 2026: Exited (was 123.4k shares)
3.7%
04
$SIG
SIGNET JEWELERS LIMITED SHS
Q1 2026: Exited (was 241.8k shares)
3.6%
05
$GRC
GORMAN RUPP CO
Q1 2026: Exited (was 334.5k shares)
3.6%
06
$TRMLF
TOURMALINE OIL CORP COM
Q1 2026: Exited (was 397.4k shares)
3.4%
07
$INGR
INGREDION INC COM
Q1 2026: Exited (was 150.7k shares)
3.0%
08
$EG
EVEREST RE GROUP
Q1 2026: Exited (was 48.0k shares)
2.8%
09
$WSO
WATSCO INC
Q1 2026: Exited (was 42.2k shares)
2.7%
10
$MFC
MANULIFE FINL CORP COM
Q1 2026: Exited (was 412.0k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:19 UTC.